Useful Tools For Quickly Viewing And Gathering Customer Information.


Useful tools for quickly viewing and gathering customer information.

Learn how to utilise customer snapshot to quickly view useful information about your customer.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Open your customer and select ‘Snapshot’ within the treeview on the left
  2. Here you will be able to see a simple snapshot giving an overview of the customer including spend, sites portfolio changes and volume, using the filters at the top of the screen to narrow down the data.